Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (QQQM)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (QQQM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
1KNew |
$171K - $227K
|
1K
$251K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
1.39MNew |
$238M - $316M
|
1.39M
$349M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.07K+ 131.19% |
$870K - $1.15M
|
8.94K
$2.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
2.38KNew |
$407K - $539K
|
2.38K
$595K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
8New |
$1.37K - $1.82K
|
8
$2.01K
|
|
|
Aug 11, 2025
Q2 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
SELL
|
- |
-330- 52.38% |
$56.6K - $74.9K
|
300
$75.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Sierra Capital LLC
|
SELL
|
- |
-4.22K- 47.48% |
$723K - $958K
|
4.66K
$1.17M
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.25KNew |
$214K - $284K
|
1.25K
$313K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-24.8K- 84.76% |
$4.26M - $5.64M
|
4.47K
$1.12M
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-1.87K- 48.7% |
$321K - $425K
|
1.97K
$494K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-89- 2.39% |
$15.3K - $20.2K
|
3.64K
$911K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21.5K+ 8.82% |
$3.69M - $4.89M
|
266K
$66.6M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
33+ 220.0% |
$5.66K - $7.49K
|
48
$12K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
27New |
$4.63K - $6.13K
|
27
$6.77K
|
|
|
Aug 07, 2025
Q2 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-142- 40.11% |
$24.3K - $32.2K
|
212
$53.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
22+ 14.29% |
$3.77K - $5K
|
176
$44.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Helios Capital Management Pte. LTD
|
BUY
|
- |
51.3KNew |
$8.79M - $11.7M
|
51.3K
$12.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.91K+ 0.43% |
$327K - $433K
|
441K
$111M
|
|
|
Aug 06, 2025
Q2 2025
|
Smart Money Group LLC
|
SELL
|
- |
-103- 9.58% |
$17.7K - $23.4K
|
972
$244K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
94+ 3.55% |
$16.1K - $21.3K
|
2.74K
$688K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
351+ 235.57% |
$60.2K - $79.7K
|
500
$125K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
17+ 1.57% |
$2.91K - $3.86K
|
1.1K
$275K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
906New |
$155K - $206K
|
906
$227K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
25.1K+ 13.46% |
$4.31M - $5.71M
|
212K
$53.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-14- 40.0% |
$2.4K - $3.18K
|
21
$5.26K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-810- 98.3% |
$139K - $184K
|
14
$3.51K
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-6.21K- 9.84% |
$1.06M - $1.41M
|
56.9K
$14.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.05K- 21.03% |
$694K - $919K
|
15.2K
$3.81M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
27.7K+ 5604.85% |
$4.76M - $6.3M
|
28.2K
$7.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4+ 0.27% |
$686 - $908
|
1.46K
$367K
|
|
|
Aug 04, 2025
Q2 2025
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5.76KNew |
$988K - $1.31M
|
5.76K
$1.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.02KNew |
$346K - $458K
|
2.02K
$505K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
BUY
|
- |
179+ 2.21% |
$30.7K - $40.7K
|
8.27K
$2.07M
|
|
|
Aug 04, 2025
Q2 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.72KNew |
$466K - $617K
|
2.72K
$681K
|
|
|
Aug 01, 2025
Q2 2025
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
380+ 12.44% |
$65.1K - $86.3K
|
3.44K
$861K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.31KNew |
$224K - $297K
|
1.31K
$328K
|
|
|
Jul 31, 2025
Q2 2025
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-145K- 65.91% |
$24.9M - $32.9M
|
75K
$18.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
901New |
$154K - $205K
|
901
$226K
|
|
|
Jul 30, 2025
Q2 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
995New |
$171K - $226K
|
995
$249K
|
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
632+ 522.31% |
$108K - $144K
|
753
$189K
|
|
|
Jul 29, 2025
Q2 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
6.61KNew |
$1.13M - $1.5M
|
6.61K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.95K+ 75.89% |
$1.19M - $1.58M
|
16.1K
$4.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
7New |
$1.2K - $1.59K
|
7
$1.75K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-19.1KClosed |
$3.28M - $4.35M
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
190New |
$32.6K - $43.1K
|
190
$47.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
79New |
$13.5K - $17.9K
|
79
$19.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
1.49KNew |
$255K - $338K
|
1.49K
$373K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
721+ 4.04% |
$124K - $164K
|
18.6K
$4.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.8KNew |
$308K - $408K
|
1.8K
$450K
|
|